# Ricochet360 Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Ricochet360 the right Sales Enablement solution for you? Explore 82 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/141932/Ricochet/reviews

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Ricochet360

4.8 (82)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 6th, 2026

# Reviews of Ricochet360

Ease of use

4.7

Customer Service

4.8

## Pros and Cons in Reviews

MW

Mike W

IT Project ManagerRetail, 11 - 50 employeesUsed the software for: 6-12 months.

“Ricochet360 redesigned outbound calling by bringing an auto-dialer through which agents are connected to leads per second and such benefits come with a level of competition.“

April 16, 2025

EH

ESTHER H

OFFICE MANAGERInsurance, 2 - 10 employeesUsed the software for: I used a free trial.

“Only bad thing is that other vendors get same information as us which can lower our chances of getting sale if they offer lower price.“

May 15, 2025

AC

Amanda C

Sales Team ManagerInsurance, 11 - 50 employeesUsed the software for: Less than 6 months.

“The support is my favorite part as well as the way the system has our agents reaching out to our prospects.“

April 21, 2025

MF

Michael F

Sales DevelopmentMarketing and Advertising, 2 - 10 employeesUsed the software for: More than 2 years.

“I wish it wouldn't run out of leads in my dialer.“

May 2, 2025

Brian Hocheol K

SeniorAnalystHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: I used a free trial.

“Sure, there were challenges with setup at first, but once I got past that, it improved my workflow significantly.“

May 12, 2025

NI

Nicole I

Project CoordinatorConstruction, 11 - 50 employeesUsed the software for: 6-12 months.

“I found it to be harder to navigate than other platforms.“

May 1, 2025

Brian Hocheol K

SeniorAnalystHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: I used a free trial.

“It’s been a real game-changer for managing leads efficiently.“

May 12, 2025

Brian Hocheol K

SeniorAnalystHealth, Wellness and Fitness, 51 - 200 employeesUsed the software for: I used a free trial.

“I found the initial setup to be a tad complex.“

May 12, 2025

## Showing most helpful reviews

Showing 1-25 of 82 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Nik K.  
agency owner  
Insurance  
Used the software for: Less than 6 months

### "Robust Software with a learning curve"

June 9, 2020

5.0

Overall, Ricochet is the top of it's class compared to other dialers.

Pros

Ricochet is a wonderful piece of software for telemarketing. It allows the user to have a CRM, dialer, marketing automation and a VOIP system all within one ecosystem.

Cons

There is a learning curve associated with the software. However, like anything else the more time you spend using it, the easier it becomes.

Review Source

AC

Amanda C.  
Sales Team Manager  
Insurance  
Used the software for: Less than 6 months

### "In my humble opinion..."

April 21, 2025

5.0

So far, it's been a really nice experience. The support is my favorite part as well as the way the system has our agents reaching out to our prospects.

Pros

I really like how easy it is to get support when we're just starting to use the system. We've not had ANY tech issues, just process questions. Everyone has been so patient with our team. They not only answer our questions, but show us other tips that can help make our team efficient. Shout out to \[sensitive content hidden\]. Both were super helpful each time. Thanks so much guys!!

Cons

The interoffice chat has a lot of features that I miss from other platforms. It's not easy to find group chats. We can't react to messages (likes, hearts, thumbs up, etc). There aren't GIFs (our agency likes to have fun). It would also be neat if we could video chat within the office or go to little breakout rooms within the team. We have that with another platform, but I really like how Ricochet's goal is to be an all in one solution.

Review Source

VR

Verified Reviewer  
Mortgage Banker  
Banking  
Used the software for: 6-12 months

### "Ricochet 360 review"

May 20, 2022

3.0

We no longer use this service. we were using it in a mortgage call center to manage leads and auto dial them as they came into our system. we ended up switching to five9 and incorporating with salesforce.

Pros

Software was overall pretty simple to use, and did the job in terms of auto-dialer systems and updating with leads as they are uploaded in real time.

Cons

Software interface seemed pretty dated and a little clunkly in appearance, it wasn't a very intuitive system sometimes and just felt like a 2nd tier phone system.

Review Source

DS

Daniel S.  
CDO  
Financial Services  
Used the software for: Less than 6 months

### "Chief Dev Officer"

April 11, 2025

5.0

Was great first demo and 101 call was very straight forward. \[sensitive content hidden\] was amazing and took her time to make sure I understood the content.

Pros

ease of use and the visual is not crowded

Cons

Does not seem to have the ability to forward calls to my cell phone for returned calls (like when I am on Lunch or out of office, after hours etc)

Alternatives considered

[Velocify](https://www.capterra.com/p/129463/Velocify/)

Reason for choosing Ricochet360

price and ease of use. How to demo quite a few

Switched from

[Shape](https://www.capterra.com/p/173673/SetShape/)

Too many clicks and was visually busy. I like the tasks clear and efficient.

Review Source

GP

Gionina P.  
Insurance Agent  
Insurance  
Used the software for: Less than 6 months

### "A Smooth Transition"

April 11, 2025

5.0

Training with \[sensitive content hidden\] A. was very smooth & relaxing actually. \[sensitive content hidden\] was very thorough. Excited to get started!

Pros

EASE OF USE compared to the platform we are currently utilizing.

Cons

Not certain yet if there will be any, the automatic saving feature may be a con, we'll see.

Review Source

RH

Rocky H.  
Sales Producer  
Insurance  
Used the software for: Less than 6 months

### "Training review"

February 19, 2025

5.0

Pros

Just took some new employee training with \[sensitive content hidden\]. Very knowledgeable and thorough. Took the time to answer my questions and found answers to questions he didn't know himself. Good work \[sensitive content hidden\]. I am feeling comfortable moving forward and look to put up big numbers with Ricochet's help!

Cons

Not applicable. I'll come back if I feel the need to complain.

Switched from

[Perforce ALM](https://www.capterra.com/p/19303/TestTrack/)

Ease of use and functionality far exceed ALM.

Review Source

MV

Mia V.  
Licensed sales producer  
Insurance  
Used the software for: Less than 6 months

### "Amazing Service team!"

April 22, 2025

5.0

Very smooth program easy to track leads! Great customer support!

Pros

\[sensitive content hidden\] - Very sweet and helpful! She was able to assist me with my call issue!

Cons

No cons!

Switched from

[Velocify](https://www.capterra.com/p/129463/Velocify/)

better quality in the website, alot easier to use thank you ricochet!

Review Source

VR

Verified Reviewer  
SeniorAnalyst  
Health, Wellness and Fitness  
Used the software for: I used a free trial

### "“Ricochet360: Powerful Automation Wrapped in a User-Friendly Package”"

May 12, 2025

4.0

Overall, my experience with Ricochet360 has been positive. It’s been a real game-changer for managing leads efficiently. Sure, there were challenges with setup at first, but once I got past that, it improved my workflow significantly. Their customer support has been pretty responsive too, which is always a plus.

Pros

One of the standout features for me is the lead management system. It really streamlines the process and saves a ton of time, especially with its automation capabilities. Plus, the interface is pretty intuitive, which makes it easy to navigate even if you're not a tech wizard.

Cons

I found the initial setup to be a tad complex. There were moments where I felt like I needed an extra hand to get everything running smoothly. Also, the pricing is a bit on the higher side, which might be something to consider depending on your budget.

Review Source

DP

Devery P.  
Agency Principal  
Insurance  
Used the software for: 2+ years

### "I'm sorry I waited so long to sign up with Ricochet."

September 2, 2025

5.0

Super well designed and managed company and product. Their employees are easy to work with and are always eager to help me optimize for our situation.

Pros

Besides the core service of providing best in class dialer optimization services, I appreciate the ancillary products I can utilize like Spam Guru Pro. Also, they have terrifically useful and helpful subject matter experts that efficiently help me optimize the product for our needs and capabilities. In particular, Kristi, Halima and Vanessa standout for their knowledge and effectiveness.

Cons

Truthfully not that much. They have the people in place to help me with any issue that pops up. My deficiencies are my own.

Review Source

JF

Jessica F.  
Licensed insurance consultant  
Insurance  
Used the software for: 1-2 years

### "Quick solution and friendly interaction"

June 12, 2025

5.0

I was struggling to get into a chat room to help with my mic issues and \[sensitive content hidden\] got on with her camera and mic on only after I turned mine on which showed she was being attentive to my comfort level. She had a great personality and was a breath of fresh air during tech issues and solved the issue quickly.

Pros

\[sensitive content hidden\] was super friendly, knowledgeable and provided a comforting tone while helping me with my technical issues. I appreciated that there was zero frustration from her even though I forgot to update my chrome before calling.

Cons

Getting into a waiting room was confusing at first because the chat was disabled but once I got into a room with \[sensitive content hidden\] her friendly tone made me feel much better

Review Source

MW

Mike W.  
IT Project Manager  
Retail  
Used the software for: 6-12 months

### "Delivering highly satisfactory lead engagement with strong sales correlation"

April 16, 2025

4.0

Pros

Ricochet360 redesigned outbound calling by bringing an auto-dialer through which agents are connected to leads per second and such benefits come with a level of competition. I was able to contact fresh leads the one moment they signed up and joined the CRM, which kept them warm and active.

Cons

I faced a challenge in call routing especially during high inbound traffic period. Some calls are received from the distribution logic to agents that are already involved in another activity inconspicuously creating overlap and docket mishmash.

Review Source

CR

Clarence R.  
Agency Owner  
Insurance  
Used the software for: Less than 6 months

### "Ricochet Support "

April 11, 2025

5.0

\[sensitive content hidden\] and the other support team is amazing and all willing to help. They are amazing and I look forward to a long partnership.

Pros

The quick response and willingness to go above and beyond to help. Also the fact that they will jump on the call

Cons

Nothing that I can think of at this point.

Review Source

AP

Amado P.  
Sales agent  
Insurance  
Used the software for: Less than 6 months

### "\[sensitive content hidden\] was Awesome !"

April 21, 2025

5.0

\[sensitive content hidden\] was very nice and pleasent to workwith!

Pros

Im excited to try it out but it looks very simple and easy to work with

Cons

Don't really have a negative experience with Ricochet360

Review Source

NG

Nick G.  
Sales Development Manager  
Insurance  
Used the software for: Less than 6 months

### "Kevin Calder Agency Review"

April 18, 2024

4.0

Pros

\-speed to contact is fantastic -saw an increase in internet lead efficiency/productivity almost immediately

Cons

\-customer support leaves a lot to be desired. hop on the zoom call and after 45 minutes get absolutely no where. have to book a time with either \[sensitive content hidden\] to get questions answered

Reason for choosing Ricochet360

other agency referals. also a couple of our consultants spoke highly of the CRM

Review Source

TB

Tom B.  
Owner  
Insurance  
Used the software for: 2+ years

### "review of the system"

January 30, 2024

5.0

good. it has helped with sales and production

Pros

no lead gets left behind, in our old system we lost leads

Cons

complexity can be an issue sometimes. it takes time.

Switched from

[Lightspeed](https://www.capterra.com/p/233553/Lightspeed/)

better system than old system that we had.

Review Source

CG

Corey G.  
Lead coordinator  
Marketing and Advertising  
Used the software for: 6-12 months

### "Easiest dialer we have used "

February 25, 2021

5.0

It has been a very easy transition and the experience has been great.

Pros

We used so many dialing systems before Ricochet 360. All hard to use, hard to train on and hard to teach others how to used. After 5 platforms we found ricochet 360 and we have stayed with them the longest

Cons

I don’t like that you can not mass assign leads to people. You can’t mass delete leads. You have to individually fix errors

Review Source

WW

Winky W.  
Exclusive Agent  
Insurance  
Used the software for: 1-2 years

### "Great software and superb support team"

January 5, 2023

5.0

Pros

The auto-dialer is second to none. It lets you do all sorts of customizations to the way you want the calls to happen. It's not easy to understand initially, but Ricochet offers superb support. The support is a natural person answering your questions in emails, not system-automated answers. Click the support help in the system, and an email response will arrive the same day. \[SENSITIVE CONTENT\] had been the most incredible help, from onboarding to system optimization. She is an expert and willing to share her knowledge anytime she is asked.

Cons

The monthly cost of Ricochet is pretty high.

Review Source

CJ

Candace J.  
Sales Agent  
Insurance  
Used the software for: Less than 6 months

### "Ricochet 360"

March 8, 2023

5.0

makes calling and follow up task easy

Pros

auto dialer, ease of use and follow up calling with reminders. 3 way conferencing is a plus and assigning task to team mates

Cons

on brake pedal, you must remember to submit taks

Review Source

JS

Jenni S.  
Executive Assistant Manager  
Staffing and Recruiting  
Used the software for: 1-2 years

### "Love it!!"

December 9, 2022

5.0

\[SENSITIVE CONTENT\] have been absolutely incredible with helping and answering any questions I may have and being readily available.

Pros

The efficiency of getting into contact with my leads.

Cons

I don't have any complaints about this software.

Review Source

DA

Dustin A.  
owner  
Insurance  
Used the software for: Less than 6 months

### "Great job Kemi on helping me out with live training"

December 13, 2022

5.0

Solving issue of determining cost per acquisition. By using this it will help determine this and closing more sales. \[SENSITIVE CONTENT\] was also great on helping out on the live support call.

Pros

Dialer, reporting, and the CRM. This will also get the activity needed from my producers.

Cons

None I can think of. I like all the features of the software.

Review Source

SW

Scott W.  
LSP  
Insurance  
Used the software for: Less than 6 months

### "Live Training "

November 18, 2022

5.0

Very good so far. makes it fast and efficient to reach a lot of people

Pros

Click to Call and controlling the way I can handle the leads

Cons

Sometimes it is difficult to use while multitasking with other systems in our office.

Review Source

LC

Liz C.  
Owner  
Retail  
Used the software for: 6-12 months

### "Ricochet by Speed to Contact review"

March 15, 2019

5.0

Our experience with Ricochet was amazing! The reps were very patient with us and guided us with no complaint. Their customer service and knowledge of the industry is why we went with the Ricochet Software!

Pros

The software is user friendly! We loved that we were able to access the software from any device.

Cons

We loved everything about this software..NO cons!

Review Source

EC

Eric C.  
Owner  
Insurance  
Used the software for: Less than 6 months

### "Awesome"

June 1, 2021

5.0

Great experience so far

Pros

Automation, and being able to contact more potential clients

Cons

none so far, if anything, I would say price

Review Source

PF

Paula F.  
Licensed Sales Producer  
Insurance  
Used the software for: Less than 6 months

### "Just getting Started"

November 18, 2022

5.0

I'm new to the system. Just getting Started. \[SENSITIVE CONTENT\] was very friendly and professional and helpful in getting me set up to work. Thank you!

Pros

I'm just new to the system, but it looks good

Cons

I'm new to the system. Have not started using it yet

Review Source

HA

Holly A.  
Sales Producer  
Insurance  
Used the software for: Less than 6 months

### "Customer Service"

January 17, 2023

4.0

Excellent customer service! \[SENSITIVE CONTENT\] was very friendly, patient and helpful in answering questions.

Pros

Not available

Cons

Not available

Review Source

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